GANESH BP Configuration PDF [PDF]

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1. Introduction about Business Partner 2. ECC>>Customer Master (vs) S4 HANA Business Partner

3. Prerequisites for Business partner 1. 2. 3.

Create Number ranges for customer master Create Account groups for Customer Master Create Partner determination procedure

4. Business Partner configuration 1. 2. 3. 4. 5.

Define Define Define Define Define

Business partner Roles BP Role Groupings Application Transactions Number Ranges Groupings and Assign Number Ranges

5. Business Partner Field Grouping (Optional) 1. 2. 3. 4.

Configure Configure Configure Configure

Field Field Field Field

Attributes Attributes Attributes Attributes

per per per per

Client BP Role Activity Business Partner Type

6. Master Data Synchronization 1. Synchronization Control 2. Activate PPO Requests for Platform Objects in the Dialog 3. Activate Synchronization Options

7. Customer/Vendor Integration 1. Business Partner Settings a. Settings for Customer Integration 1. Set BP Role Category for Direction BP to Customer 2. Define BP Role for Direction Customer to BP b. Field Assignment for Customer Integration 1. Assign Keys 1. Define Number Assignment for Direction BP to Customer 2. Define Number Assignment for Direction Customer to BP

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1. Introduction about Business Partner An organization (company, subsidiary), person or group of people or organizations in which your company has a business interest. Use:SAP Business Partner Screening for SAP S/4 HANA is used to centrally manage master data for business partners, customers, and vendors. With the current development, it is a single point of entry to create, edit, and display master data for business partners, customers, and vendors. All the transactions in Customer/Vendor in ERP Business Suite are redirected to Business Partner Transaction. The following transactions - XD01, XD02, XD03 or VD0I, VD02, VD03 or XK0I, XK02, XK03 or MK01, MK02, MK03 are obsolete.

2. Key Features for Business Partner Business partners are divided into different categories, which have different attributes assigned to them. The system distinguishes between: Persons (for example, individuals, brokers) Organizations (for example, banks, companies) Groups (for example, societies according to the German Civil Code, people living in shared apartments) You use business partner roles to define the functions of the business partner in the financial transaction. Such roles include counterparty, issuer, paying bank, or depository bank. You define the rights and responsibilities of the business partner by assigning the role category. A business partner can have several roles. You define the roles by assigning a role category.

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3.

Prerequisites Business Partner

We need to do basic customization before creating Business partner configuration. The below steps are mandatory to update the BP into Customer master while creating Business partner.

1. Create Number ranges for customer master IMG Menu

Transaction Code

Click

Financial Accounting (New)  Accounts Receivable and Accounts Payable  Customer Accounts  Master Data  Preparations for Creating Customer Master Data  Create Number Ranges for Customer Accounts S_ALR_87003434 or XDN1

then system will open below screen

Maintain the number ranges and select the

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external

If we check the external number range for a customer in XDN1then system will always consider it as an internal number in BP Reason: - When we create BP system automatically generates BP number at the same time system backend creates a customer master number with the help of an external check box.

2. Create Account groups for Customer Master Access the transaction using the following navigation path: IMG Menu

Transaction Code

Financial Accounting (New)  Accounts Receivable and Accounts Payable  Customer Accounts  Master Data  Preparations for Creating Customer Master Data  Define Account Groups with Screen Layout (Customers) S_ALR_87003301 or OVT0

Usage: Customer Account group control the master data of customer  It helps to determine customer number assignment  It helps to determine which field should be optional and which field should be mandatory and hide  It control transaction of a customer master

Click

or copy from standard and define with your own code.

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Every one known about this configuration so no need to explain briefly. Assign number range to account group which is created as per client requirement. Field status: Once you select the field status, a new window will open. Then, select Account Management from the selected group and the click Reconciliation account ‘Req. Entry’

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3. Configuration for Partner determination What is Partner Function? Partner function is two-character identification key that describes the people and organization with whom you do the business, and who are therefore involved in transaction. Here is some standard Partner Function for customerSold-to party Ship-to party Bill-to party Payer What is Partner Determination? The Partner and business partner term in SAP SD refers to parties with whom you do business. Each business partner has specific role. E.g. Sold-to party - Business Partner who order the goods / Services. The Partner Determination can be done in three stepsSales and Distribution  Basic Functions  Partner Determination  Set Up Partner Determination  Set Up Partner Determination for Customer Master

IMG Menu

Transaction Code

S_AL0_96000423

Step:-1 Define Partner Function



Enter T-Code VOPAN in Command Bar.  Select Customer Master Partner Object  Click on Change Button, Partner Determination Procedure Screen appear

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Click

Click

system Screen as below appear

system screen as appear below

Double click PDP and enter our own PDP code with description as per client business terms then select second option system screen as below appear

Step: - 2 Define Partner functions

Enter partner functions and select not modifiable and Mandatory

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Step: - 3 Assign PDP to Account group

Select our account group and assign our PDP which is created with initial step.

Step: - 4 assign Partner functions to Account group

Assign partner functions to our respect account group then system picked up partner functions while creating BP Now we have completed prerequisites configuration for BP

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4.

Business Partner Configuration Setup:-

A business partner role is help to classifying the business partners as per business terms. A business partner can take on different business partner roles, which allow different views of the business partner data depending on the business function. The above flow chart explains how the BP working in S4 HANA same as VENDOR also.

1. 2. 3. 4.

Business partner creation Define or Standard Business Partner roles creation Assign Business partner role categories to BP Roles Assign BP Roles to Business Partner groupings and Business partner grouping categories

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1. Define Business Partner Roles The role defines the functions a BP has and the business transactions in which it can be involved and BP roles are to controls the BP views and determine the field’s related to specific BP role.

ERP View General Data Company code Data Sales Data NO

S4 HANA ROLES “000000” - Business Partner (General data) “FLCU00” - Financial Role “FLCU01” – Customer (Sales related) “UKM000” – Credit Management

Step-1 Business Partner role creation IMG Menu

Transaction Code

IMG  Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Business Partner Roles  Define BP Roles SPRO

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SAP has given standard roles in S4 HANA BP if we want to create new role as per client business terms we need to copy the standard role and create our own role as client name. 1. BP Role:- Mention BP code as per client terms 2. BP Title:- Maintain the title of BP role as per client terms 3. BP description :- Maintain the BP role name as per client terms 4. Hide: - this field is controls to hide the BP role in dropdown list while creating BP. 5. BP Role Category: - before creating BP role first we need to create BP role category and assign our category to BP role and This assignment is controls the BP roles is always working on respect BP category only. 6. Interface control: do not change anything here if you change system will give dump while creating BP

2. Define Business Partner Role Category IMG Menu

Transaction Code

IMG  Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Business Partner Roles  Define BP Role category SPRO

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SAP has given standard role category in S4 HANA BP if we want to create new role category as per client business terms we need to copy the standard role category and create our own role category as client name 1. BP Role category :- Mention BP code as per client terms 2. BP Title category :- Maintain the title of BP role as per client terms 3. BP category description :- Maintain the BP role name as per client terms

4. Differentiation type:- The differentiation type is a combination of organizational units or other distinguishing definition proportions 5. Possible business Partner Categories : this is controls whether this business partner is an organization or person or Group Person :- if you check this system is always treated as a single partner Organization :- if you check this system is always treated as a legal entity, legal form, industry, Group:- if you check this system is ways treated as group of companies Like…. Reliance group of companies, TATA group of companies Note: - After creating role category, we need to assign role category to our respect BP role. Otherwise system will not allow creating BP

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3. Define Business Partner Role Groupings In this step we are grouping the multiple BP roles into one BP role grouping whenever select this role group in dropdown list while creating BP system will show all BP views related to our BP roles and no need to extend BP role wise. IMG Menu

Transaction Code

IMG  Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Business Partner Roles  Define BP Role groupings SPRO

Click enter role grouping name and double click and add our BP roles which are created as client business terms. Here we are grouping the multiple BP roles into one BP role group and system will show our BP roles in single screen while creating BP. 1. BP Role:- Mention BP code as per client terms 2. BP Title:- Maintain the title of BP role as per client terms 3. BP description :- Maintain the BP role name as per client terms 4. Hide: - this field is controls to hide the BP role in dropdown list while creating BP. 5. BP Role Category: - This assignment is controls the BP roles is always working on respect BP category only.

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Select our BP role group and double click

and add our BP roles

Save it.

Click

enter BP role grouping name and Save it.

After assigning BP roles we need to create BP role grouping category and assign BP role grouping category into BP role groupings. This is same as e initial configuration steps BP role category in to BP roles.

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4. Define Application Transactions According to this configuration BP role category wise or BP role grouping category wise we can assign transaction codes as per Client business terms means user defined BP

transactions Usage:- if we assign our role grouping category to BUP1 system automatically selecting our BP role group while executing BUP1 and No need to select manually and it will save end user time IMG Menu

Transaction Code

IMG  Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Business Partner Roles  Define Application Transactions SPRO

Select any one transaction BUP1 then click below:

details icon system screen as appear as

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Add our role grouping category and save it then system always considered our respected role grouping while executing transaction code BUP1. 1. Activity: - if we add any activity system will always considered that activity while executing BP with respect to BP role category. 2. BP Role category: - if you add our role category system will always considered respected role category while executing this transaction then system automatically selected our BP role. 3. BP Role: - if you add our BP role system will always considered respected role category while executing this transaction then system automatically selected our BP role. 4. BP Role Groupings: - if you add our role groupings system will always considered respected role category while executing this transaction then system automatically selected our BP role.

Add our BP role group category and save it and check it whether it is working fine or not. If you assign our BP role category to BUP1 transaction code system is always working with our BP role groupings or BP role while executing BUP1 or ZTCODE.

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5. Define Number ranges for BP A Number range is a Group of numbers to which the unique-Id created for an SAP Object belongs. In each module we have master data having SAP objects such as Equipment, Notification, Order, Measuring Point, and Maintenance Plans etc. in PM, Material number, Material Document, Purchase Requisition, Purchase Order in MM, Sales Order, and Sold-to-party etc. in SD We have two types of number ranges 1. Internal Number ranges: - when we are maintaining number ranges in XDN1 without external check box system automatically generates the BP or Customer master number while creating BP or Customer master. 2. External Number ranges: - when we are maintaining number ranges in XDN1 there is a external check box. if we check the external number range we have to enter manually while creating BP master or Customer Master. IMG Menu

IMG  Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings  Number Ranges and Groupings Define Number Ranges

Transaction Code

BUCF

Enter T-Code BUCF in command bar and press enter.

Click

then system screen as appear below

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In BP number ranges are always internal and customer number is always external. Because of while creating BP system background automatically creates customer number with help of external check box in XDN1 (Customer master) and it will be update in BP related tables and Customer master tables. If we check external number ranges in BP we need to enter manually BP number while creating BP and system will not allow to create the customer number and The BP number updates in BUT000 and I will not update in KNA1,KNVV,KNB1 etc.… means system is not generated the customer master number. 6.

Assign number ranges to BP group

Here we are assigning number ranges to respect account group same as customer master customization. IMG Menu

IMG  CrossGroupings and Assign Number Ranges

Transaction Code

Click

SPRO

enter our account group, number ranges same as created in customer

master and no need to select anything and save it.

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7. Business Partner Field Grouping (Optional) In this step we can control the fields like….optional, suppress, and display same as customer account group field controls. In BP we can control the fields in four levels 1. Configure Field Attributes per Client 2. Configure Field Attributes per BP Role 3. Configure Field Attributes per Activity 4. Configure Field Attributes per Business Partner Type IMG Menu

IMG  Cross-

ness Partner  Field Groupings Configure Field Attributes per Client or

Configure Field Attributes per BP Role or Configure Field Attributes per Activity or Configure Field Attributes per Business Partner Type Transaction Code

SPRO

Now we configured BP role wise controlling the fields.

Click

system screen appear as below

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Double click the

and system

screen as appear below

This is optional configuration if client wants to suppress any sales related fields we need to select sales related BP role and control the fields. In ECC we have same option for controls the customer master fields through customer account group level but in we can controls through BP role wise etc.…..

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1. Master Data Synchronization :Master data synchronization synchronizes master data objects in an SAP system that are similar from a business, but not from a technical, point of view, and in this way allows you to integrate different SAP applications seamlessly in your business processes. You can use master data synchronization, for example, to set up integration of the SAP Business Partner with the customer master. This allows you to integrate SAP applications that make technical use of the Business Partner in their user interface, and use the customer master as a technical basis in subsequent business processes.

2. Synchronization objects:IMG Menu

Transaction Code

IMG  Cross-Application Components  Master Data Synchronization  Control Synchronization Control  Synchronization Objects

SPRO

Note: - In this IMG activity you can display synchronization objects provided by SAP for the master data Synchronization and Do not change anything here.

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3. Activate PPO Requests for Platform Objects Use this IMG activity to define for which platform objects a post-processing order should be written in the event of a synchronization error. This definition is not directionspecific, that means a request is always written when the platform object is used either as a source or as a target object in the synchronization. Since we are creating BP from customer, the BP becomes the platform object here. So add BP in this setting. IMG Menu

Transaction Code

IMG  Cross-Application Components  Master Data Synchronization  Synchronization Control  Synchronization Control  Activate PPO Requests for Platform Objects in the Dialog SPRO

4. Activate Synchronization Options Select the required source objects and target objects and mark Active. Since we are creating BP from customer select Customer BP here IMG Menu

Transaction Code

IMG  Cross-Application Components  Master Data Synchronization  Synchronization Control  Synchronization Control  Activate Synchronization Options SPRO

Active.

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This is main configuration for master data synchronization for BP to Customer mater. If we uncheck the BP to customer while creating BP only and system will not allow creating customer master data. Do not change anything here.

8. Customer/Vendor Integration 1. Set BP Role Category for Direction BP to Customer

IMG Menu

Transaction Code

IMG  Cross-Application Components  Master Data Synchronization Customer/Vendor Integration Business Partner Settings  Settings for Customer Integration  Set BP Role Category for Direction BP to Customer SPRO or SM30 -> V_TBD002

The FLCU00 is the role for the FI part of the customer data The FLCU01 is the role for the SD part of the customer data

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2. Define BP Role for Direction Customer to BP

IMG Menu

Transaction Code

IMG  Cross-Application Components  Master Data Synchronization  Customer/Vendor Integration Business Partner Settings  Settings for Customer Integration  Define BP Role for Direction Customer to BP SPRO or SM30 -> CVIV_CUST_TO_BP2

Here the link between the BP roles and the FI customer group is defined We need to assign customer account group to our respected BP roles and system Always consider this account group is works only for particular account group.

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3. Field Assignment for Customer Integration Here the FI account groups are linked to the BP groups. This customizing also links the number ranges with the option [same numbers] you make sure the BP and customers are in sync IMG Menu

Transaction Code

IMGCross-Application ComponentsMaster Data Synchronization  Customer/Vendor Integration  Business Partner Settings Settings for Customer Integration  Assign Keys  Define Number Assignment for Direction BP to Customer SPRO or SM30 ->SM30 ->V_TBD001

If we maintaining the same number ranges in customer account group and BP group then we required check same number.

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